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Peerview Data Insights

Consulting Tools Could Upgrade Your Accounting Services

You know consulting is the next step for your firm. You know Peerview Data is the right tool to help you get the job done, but you still hold onto some reservations. 

What if consulting distracts from your main objective: being a great accountant?

In our view, consulting actually upgrades your accounting game. Not only does it utilize the same skillset you already use to do tax and audit work, the process of digging into your clients' performance gives you a better perspective on their goals, priorities and concerns, which can be invaluable because the better you know your clients, the better you can serve them.

Our reports help you keep track of your clients' performance to make sure they're reaching their financial goals and staying out of the red, identify strengths they can leverage and weaknesses they can work on, and ultimately give them an objective assessment they can share internally or externally so key stakeholders are all on the same page.